Hello! Our sales team is in the process of diving into the Leads tool as our pre-sales pipeline. One big issue we're finding is that any activities associated to the lead (notes, emails, calls, etc) do not automatically get associated to the deal wh read more

Hi, I've added products and created deals using these products. I've now started adding Unit costs to the product but when I run a report it isn't pulling through to historical deals. I need to add the items again in the deal then delete the ol read more

Hi, We are currently updating our sales process where we now use the lead objects. The problem is that sales tend to forget to qualify and close the lead object in the lead pipeline prior to creating the deal. This cause misalignment in our reports read more

I'd like the Sales Team to be notified when the close date of their deals is due. Ideally an email would be received by the Deal Owner 7 days before a close date is due, allowing them an opportunity to amend the date or amend the deal stage as appr read more

Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use read more

I need to create a sales goal in HubSpot that counts how many deals reach a certain stage (open stage, not closed) over a period of time (quarterly/annually) I can't find a way to get a count of the deals that reach that stage.

Hello. Over the past year, I have created "pipeline" in Marketing Hub for hiring 1099 independent contractors. As we didn't have Sales Hub at the time, we created a custom property (Driver Status), in which each value was a "stage" in the hiring pro read more

Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” read more

I have my QBO invoices synced, and I can see them all in the invoices tab in commerce hub. They are never associated with the contact or comapny. Not sure why that is, but i want to automate some of that with a workflow. I'm wondering if there i read more

I'm trying to find a way to see my deals and their stages trough a timeline like this one. Is there a way to do it in Hubspot or using an hubspot app? Thanks, Rémi

I have a custom field with scoring field type called "New Deal Score". I started creating workflow for priority automation based on deal score. So I set filter condition as deal score above 80 as high priority & found contract won deals also hav read more

Hi, We are running a Christmas holiday campaign and our sales team wants to turn off mandatory fields only for the deals they create for the holiday campaign. They use line items (products) and we created a separate product just for the campaign read more